Experience

• 

  Wells fargo private bank

  Jan 2006 - Jan 2011

  Senior investment manager
• 

  American university - kogod school of business

  Jan 2010 - Jan 2010

  Adjunct professor
• 

  Uso mid-atlantic

  Jan 2010 - Jan 2010

  Member, board of directors
• 

  U.s. trust

  Jan 2011 - Jan 2014

  • Market Investment Director and Portfolio Manager

    Jan 2013 - Jan 2014

  • Senior Vice President and Portfolio Manager

    Jan 2011 - Jan 2014
• 

  Bessemer trust

  Jan 2014 - Jan 2017

  Principal and senior client advisor
• 

  George mason university – costello college of business

  Jan 2017 - now

  Adjunct professor

  Teach graduate and upper level undergraduate courses in Finance at George Mason University School of Business. Courses include: GBUS-643: Managerial Finance, FNAN-311: Principles of Investment, and FNAN-300: Personal Finance

• 

  Bny

  May 2017 - Jun 2022

  As a Senior Director and Team Leader led a team of investment and fiduciary professionals. Worked directly to address the investment, financial planning and service needs of some of the largest and most complex client relationships in the region. Served on the firm-wide Investment Strategy Committee (ISC).

  • Senior Director - Team Leader

    Jul 2020 - Jun 2022

  • Senior Director

    May 2017 - Jul 2020
• 

  Easterseals dc md va

  Apr 2021 - now

  Board member (emeritus)
• 

  Goldman sachs

  Jun 2022 - Nov 2023

  Vice president - senior wealth advisor
• 

  United capital financial advisors, llc

  Nov 2023 - now

  Vice president - senior wealth advisor